Cloze + Levitate

Update Levitate contacts when persons change in Cloze

Keep your Levitate contacts up-to-date with this simple workflow. Whenever there's a change in your Cloze contacts, this automation ensures that those updates are mirrored in your Levitate contact list. This seamless connection removes the need for manual data entry, providing a timely and efficient way to manage your contacts across both platforms.

When this happens...
Person Change
Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
TriggerInstant
automatically do this!
Create or Update Levitate Contact
Creates or updates a Contact in Levitate
ActionWrite

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Supported triggers and actions

- Filters
Trigger
Instant
Try It
- Filters
Trigger
Instant
Try It
- Company NameRequired
- Keyword
- Description
- Keywords
- Industry
- Business Size
- No. Of Employees
- Domains
- Notes
- Share To
- Assign To
- Default Assign To
- Node
- Stage
- Segment
- List
- Remove List
- Facebook
- Twitter
- LinkedIn
- Street Address
- City
- Region
- Postal Code
- Country
- Phone
- Url
- Source App ID
- Source App Link Name
- Source App Link URL
- Source Entity Unique ID
- Additional Fields
Action
Write
- Source App IDRequired
- Source Note IDRequired
- Author Name
- Author Address
- About Name
- About Address
- Subject
- Body
- Body Type
- Source App Name
- Source App URL
- Additional Fields
Action
Write
- Project NameRequired
- Keyword
- Summary
- Keywords
- Notes
- Node
- Project Type
- Project Value
- Stage
- Created (Potential) Date
- Planned Start (Active) Date
- Planned End (Won or Lost) Date
- Source App Name
- Source App URL
- Source App IDRequired
- Source Project Unique IDRequired
- Additional Fields
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Donor NameRequired
- Donor EmailRequired
- Donation AmountRequired
- Donation Date
- Donation Type
- Campaign
- Donation Stage
- External ID
- Donor ID
Action
Write

- Filters
Trigger
Instant
Try It
- StyleRequired
- From Name
- From AddressRequired
- Recipient Name
- Recipient Address
- Subject
- Body
- Body Type
- Skip Inbox
- Thread ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Author Name
- Author Address
- Subject
- Body
- Body Type
- About Name
- About Address
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Full Name
- Birthday
- Gender
- Email
- Phone
- Keywords
- Headline
- Node
- Keyword
- Notes
- Stage
- Segment
- Assign To
- Default Assign To
- Share To
- List
- RemoveList
- Source App ID
- Source Person Unique ID
- Source App Link Name
- Source App Link URL
- Additional Fields
Action
Write
- Assign To
- TopicRequired
- When
- Participants
Action
Write
- Contact ID in Source SystemRequired
- Last Name
- First Name
- Full Name
- Email Addresses
- Phone Numbers
- Address Line 1
- Address Line 2
- Address City
- Address State / Province
- Address Postal Code
- Address Country
- Birthday
- Tags
- Note
Action
Write
- Policy NumberRequired
- Carrier NameRequired
- PremiumRequired
- Renewal DateRequired
- Effective DateRequired
- Policy Holder IDRequired
- Cancellation DateRequired
- Line of BusinessRequired
- Policy ID in the Source SystemRequired
- Origination Date
- Policy Holder First Name
- Policy Holder Last Name
- Policy Holder Email
Action
Write

About Cloze

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.

Learn more